Financial Planner

Position: RBC Financial Planner Role
Become a Financial Planner with RBC and grow your portfolio while assisting mass-affluent clients in Saskatoon. Your knack for holistic financial planning will play a key role in client success.

This position invites professionals with a Financial Planning Designation to provide expert advice and foster enduring relationships. You will drive portfolio growth through exceptional service and achieve performance targets using your experience in financial planning and relationship management. A minimum of three years’ experience within the industry is required.

Key Responsibilities:

• Offer tailored financial planning services to meet client goals

• Actively manage and expand a diverse client portfolio

• Build relationships with local market service partners

Requirements:

• Financial Planning Designation (PFP, CFP, or QAFP)

• Mutual Funds License (IFIC or CSC)

• At least 3 years of experience in financial planning

• Strong knowledge in investments and credit management

• Exceptional networking and client acquisition abilities

Elevate your career in financial planning by joining RBC in Saskatoon, where your expertise drives client success.
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